Smartsheet Report Builder Tutorial - How To Build A Report In Smartsheet

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  • เผยแพร่เมื่อ 14 ม.ค. 2025

ความคิดเห็น • 20

  • @ProperProjectManagement
    @ProperProjectManagement  ปีที่แล้ว

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  • @biancakaye2721
    @biancakaye2721 2 ปีที่แล้ว +3

    Terrific video. Great pace and understandable--thanks

    • @ProperProjectManagement
      @ProperProjectManagement  2 ปีที่แล้ว +1

      Hello Bianca, glad it as and thanks for the kind words. All the best with Smartsheet!

  • @jo-annhoye6299
    @jo-annhoye6299 3 ปีที่แล้ว +2

    Thanks, this was EXACTLY what I needed to build my first Report! Could you do a video that takes a total (summary amount) of the groups? That would be extremely helpful....I got a thumbs up on my first report....thanks to you!

    • @ProperProjectManagement
      @ProperProjectManagement  3 ปีที่แล้ว

      Hi Jo-Ann. So pleased to hear this, and thanks for the kind words. I'll add that to my to-record list! Congrats on your first report!

  • @bensnodgrass2770
    @bensnodgrass2770 2 ปีที่แล้ว +1

    Great, video. You mentioned within the last minute of the video about inputting information into report and won't flow back. However you can set it up. How do I set the flow up back to the sheet? Thanks in adevance.

    • @ProperProjectManagement
      @ProperProjectManagement  2 ปีที่แล้ว

      Hello Ben. I'll need to investigate this since it must be relatively new functionality

  • @anirbanchaudhury2057
    @anirbanchaudhury2057 ปีที่แล้ว

    Thank for these wonderfully explained videos, helps a lot when you are starting off new with Smartsheets. I have a question about the Hierarchy (indents) used in the sheet, can we replicate that on the reports? It really helps to look at the summarized report with the WBS which has been included in the baseline sheet.

    • @ProperProjectManagement
      @ProperProjectManagement  ปีที่แล้ว

      Thank you for the kind words. Unfortunately, Smartsheet doesn't support the indenting functionality in reports. This resource may help you differentiate them: community.smartsheet.com/discussion/74415/showing-parent-child-relationships-in-reports

  • @chiragsharma4606
    @chiragsharma4606 3 ปีที่แล้ว +1

    Hi , Can i add multiple columns of predecessors in the same project sheet?

    • @ProperProjectManagement
      @ProperProjectManagement  3 ปีที่แล้ว

      Hello Chirag. Good question. In all honesty, I've never tried it! I don't know whether this would work so perhaps give it a try? Generally though, you should only need one predecessor column. May I ask why you need more than one?

    • @chiragsharma4606
      @chiragsharma4606 3 ปีที่แล้ว

      @@ProperProjectManagement I want predecessors for planned start and end dates. and same i want for actual start and end date.

    • @ProperProjectManagement
      @ProperProjectManagement  3 ปีที่แล้ว

      @@chiragsharma4606 In that situation I don't know if it is possible through the project settings. This is a good resource which explains a potential workaround: community.smartsheet.com/discussion/7512/multiple-predecessors

  • @simitumber3092
    @simitumber3092 2 ปีที่แล้ว +1

    How do you get rid of the primary column?

  • @gureshagoyal5635
    @gureshagoyal5635 7 หลายเดือนก่อน

    can i add new column?

  • @susanelotmani
    @susanelotmani 7 หลายเดือนก่อน

    What does the Summarize button do?

  • @rebeccatrummer6899
    @rebeccatrummer6899 ปีที่แล้ว

    I use a GOV level smartsheet. When I right click, I am not given an option of "report". I get export to excel, export to PDF, Export to google Sheets, download workspace... nothing about report. Any ideas?

    • @The-Right-is-Right
      @The-Right-is-Right ปีที่แล้ว

      Did you consult Bing AI or Bard AI for a solution to this ?

    • @ProperProjectManagement
      @ProperProjectManagement  11 หลายเดือนก่อน

      Do you have a Smartsheet license or are you set up as a free collaborator? Perhaps ask your system admin/Smartsheet support.